See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.8+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $96,513 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,412 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,359 | $87,621+49.9% | $86,436+52.0% | $77,904+68.6% |
| Participation rate | 95.6% | 85.8%+9.8pp | 80.3%+15.2pp | 73.7%+21.9pp |
| Annual return | -18.37% | -13.90%-4.5pp | 4394.89%-4413.3pp | 12.21%-30.6pp |
| Employer contribution / active EE | $1,720 | $3,474-50.5% | $3,769-54.4% | $2,848-39.6% |
| Participant deferral / active EE | $13,350 | $8,645+54.4% | $6,952+92.0% | $4,806+177.8% |
| Admin fee / account holder | $49 | $85-42.1% | $6,731-99.3% | $133-63.0% |